Real Estate – Taxes and Financing

A unique conference on fund and tax structures, crowdfunding, bonds, bank financing, etc.
Days
Hours
Minutes
Seconds

Date: 21. 11. 2023

Venue: Prezenčne - Grand Hotel River Park

By attendance only with limited capacity
Conference Real Estate – Taxes and Financing

Information about the conference

About the conference

About the conference

Both small and larger Slovak or foreign investment funds investing in real estate enjoy constant high attention among Slovaks.
However, in addition to setting up fund structures, managers and real estate entrepreneurs also use various other regulatory regimes to raise capital.
These include bond financing, crowdfunding, promissory notes or conventional bank financing.
Alternative real estate-related assets are also gaining prominence nowadays.
In addition to technical and legal-administrative challenges, such as tokenisation of real estate, investors in our space are increasingly interested in investing directly in real estate abroad.
Jurisdictions such as the United Arab Emirates, Spain or Montenegro are particularly popular these days.
And managers/founders of such investment opportunities need information on the regulatory options for raising capital and the tax structures for such investments.
Thus, at the conference we will talk not only about small or larger funds, their establishment and operation, but also about the possibilities of establishing funds abroad and the opportunities for Slovak investors to invest in such funds.
We will also discuss the legal, tax and regulatory requirements for various alternative forms of raising capital, which are relatively frequently used in practice.
Last but not least, we will also look at various tax highlights (income tax and VAT) and tax optimization options for small as well as larger developments in Slovakia or abroad, as well as when setting up fundraising structures (Slovak and foreign funds, bond issues, crowdfunding, promissory notes, investment certificates, …).
Last but not least, we will also look at current investment sentiment and forecasts for the future.
These will be discussed by people with experience in raising capital, bank financing or communicating with investors.
You have a lot to look forward to.

SPEAKERS

Schedule

Real Estate – Taxes and Financing

Kúpiť lístok
21. 11.
2023
08:00 - 08:45
45 min

Arrival, guest registration and morning coffee

Miesto: Grand Hotel River Park

08:45 - 09:00
15 min

Conference Opening - Pitfalls and Challenges of the Regulatory and Tax Environment in Real Estate Investment

Speaker: Peter Varga (Highgate Group), Tomáš Ambra (National Bank of Slovakia)

09:00 - 10:30
90 min

Small funds in Slovakia and their distribution

Panelisti: Roman Baranec, Tomas Demo (Highgate Group), Peter Povala (Crowdberry)

Speaker: Peter Varga (Highgate Group)

  • Establishing and operating small funds in Slovakia - individual legal, regulatory, tax and practical conditions and pitfalls;
  • SICAV - majesty or unworkable form?
  • Tax structuring of small funds;
  • What are the distribution options for small funds and investor reactions;
  • Experience from practice (NBS, investors, banks, ...).
10:30 - 10:45
15 min

Networking break

10:45 - 12:15
90 min

Alternative forms of raising capital from investors and investing in foreign real estate

Panelisti: Michal Kiska (Zinc Euro), Roman Baranec (Highgate Group)

Speaker: Peter Varga (Highgate Group)

  • Outside of fund structures, what forms of raising capital from investors exist? And how do investors react to them?
  • What is crowdfunding, what are the possibilities and what is the regulation?
  • Other forms of capital raising used and examples of structures used in practice (e.g.: bond issues, loan structures);
  • Investing in foreign real estate by Slovak investors - what are the trends and what is the view of the banks?
  • Legal and tax pitfalls of investing in foreign real estate.
12:15 - 13:15
60 min

Lunch break

Programme: 2. časť

Kúpiť lístok
13:15 - 13:25
10 min

Opening 2. of the conference - Development of the real estate market in Slovakia

Speaker: Martin Čapo (We solve housing), Peter Varga (Highgate Group)

13:25 - 14:30
65 min

Larger real estate investment funds

Panelisti: Pavol Hajdu (365.invest), Martin Kedro (Tatra Asset Management), Roman Baranec, Tomas Demo (Highgate Group)

Speaker: Peter Varga (Highgate Group)

  • The boundary between a small fund and larger funds. Types of investment funds under Slovak law and which are used in practice in Slovakia;
  • Funds set up under EU regulations (e.g. EuVECA);
  • The establishment and operation of such funds;
  • Assets eligible for investment - real estate / real estate companies;
  • Risk limitation and risk spreading rules;
  • Investment strategies (Residential real estate, Commercial real estate, Industrial real estate, Multi-strategy real estate fund, Other real estate strategy);
  • Taxation of different types of funds and income from funds.
14:30 - 14:45
15 min

Networking break

14:45 - 15:30
45 min

Setting up funds abroad, taxation, regulation and distribution in Slovakia

Panelisti: Peter Grančič (HB Reavis Real Estate Investment Management), Roman Baranec (Highgate Group)

Speaker: Peter Varga (Highgate Group)

  • What jurisdictions are used by default;
  • Regulatory and cost requirements;
  • Practical illustrations of possible structures on real estate funds;
  • Taxation of foreign funds abroad;
  • Taxation of Slovak investors in a foreign fund;
  • Passporting and experience with the NBS in foreign fund proceedings in Slovakia;
  • Distribution to qualified investors and retail in general in Slovakia - documentation obligations;
  • Taking tax benefits through a foreign fund - regulatory and administrative requirements.
15:30 - 15:45
15 min

Networking break

15:45 - 15:55
10 min

A look at office space development and predictions in the context of a hybrid working environment

Speaker: Michaela Ochmanová (YIT Slovakia)

15:55 - 17:30
95 min

Real estate financing

Panelisti: Miroslav Hilčík (Wood & Company), Andrej Tonkovič (Welltis), Peter Varga (Highgate Group)

Speaker: Tomas Demo (Highgate Group)

  • Types of acquisition financing;
  • Specifics of the use of own financing;
  • Non-cash deposits of real estate assets - legal and tax implications;
  • Acquisition credit and company mergers - risks and opportunities;
  • A combination of bank and other debt financing;
  • Financing the acquisition of foreign real estate;
  • Current topics in the real estate financing market.
17:30 - 19:00
90 min

Networking at the selected wine collection

SHEET

Standard

225 € + DPH

Part 1 of the conference (8:45 – 13:15)

Dátum: 21.11.2023
Miesto: Grand Hotel River Park
  • Entrance to the lectures in the selected section – 8:45 – 13:15

  • Refreshments

  • Joint networking lunch

  • Networking at the selected wine collection from 17:30

  • Limited number of tickets

Standard

225 € + DPH

2nd part of the conference (12:15 – 17:30)

Dátum: 21.11.2023
Miesto: Grand Hotel River Park
  • Entrance to the lectures in the selected section – 12:15 – 17:30

  • Refreshments

  • Joint networking lunch

  • Networking at the selected wine collection from 17:30

  • Limited number of tickets

Standard

325 € + DPH

Full conference 8:45 – 17:30

Dátum: 21.11.2023
Miesto: Grand Hotel River Park
  • Unlimited access to lectures throughout the day

  • Refreshments

  • Joint networking lunch

  • Networking at the selected wine collection from 17:30

  • Limited number of tickets

Gallery

Aftermovie

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GENERAL PARTNER

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MEDIA PARTNER

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TAKING PHOTOGRAPHS AND VIDEO RECORDINGS OF THE CONFERENCE

Highgate Law & Tax s. r. o., Nivy Tower, Mlynské Nivy 5, 821 09 Bratislava, ID No.: 51 477 262; will rely on its legitimate interest under Article 6(1)(f) of the GDPR to make photo and video documentation of interesting moments of the conference and its participants, which may subsequently be used for the purposes of marketing activities and promotion of the company.

Although the production of the above documentation is not subject to the consent of the participant, we respect your possible disinterest in having your person photographed. In this case, please inform one of our hostesses during registration or send us your request to info@hg.amcef.com.

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WE INVITE YOU TO A UNIQUE CONFERENCE